Tfo Wealth Partners, LLC
● SEC registered since 2003CRD 124407SEC# 801-62074Maumee, OH
Reg. AUM
$5.66B
Employees
67
Accounts
5,341
Location
Maumee, OH
Tfo Wealth Partners, LLC assets under management
Tfo Wealth Partners, LLC is a registered investment adviser overseen by the SEC based in Maumee, OH. The firm has been registered since 2003. It reports $5.7 billion in regulatory assets under management and employs 67 people.
Tfo Wealth Partners, LLC owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brady Michael Fineske Control | President | Under 5% | 2015 |
| Christopher Edward Erblich Control | Chief Executive Officer | Under 5% | 2023 |
| Fineske Financial, LLC | Member | 10-25% | 2025 |
See all 14 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Tfo Wealth Partners, LLC manage?
Tfo Wealth Partners, LLC reports $5.7 billion in regulatory assets under management on its Form ADV.
How many employees does Tfo Wealth Partners, LLC have?
Tfo Wealth Partners, LLC reports 67 employees.
Where is Tfo Wealth Partners, LLC located?
Tfo Wealth Partners, LLC is based in Maumee, OH and has been SEC-registered since 2003.
Does Tfo Wealth Partners, LLC disclose fund performance?
Tfo Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1440 Arrowhead Drive, Maumee, OH 43537 |
| Phone | 419-891-9999 |
| Fax | 419-891-9993 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$5.66B▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$5.66Bregulatory AUM
Discretionary $5.62BNon-discretionary $45.1M